Kathleen Lens

A seasoned professional, Kathleen Lens is an Assurance Partner with nearly 30 years experience overseeing audits and providing tax and business advisory services to closely-held entrepreneurial businesses and their owners. Her diverse client base spans a variety of industries including service, not-for-profit, manufacturing, distribution and broker-dealers.

Ms. Lens's expertise extends to the Marcum Family Office Group and High-Net-Worth Individuals Practice Group. She successfully advises the management team of closely-held and family-owned businesses with their day-to-day operations, succession matters, exit strategies, financial growth and estate and personal financial planning. A trusted advisor, Ms. Lens is often engaged by clients to represent their estates as a trustee or executor.

In addition to providing traditional accounting and auditing services, Ms. Lens assists clients with complex transactions that often involve understanding and analyzing profitability and costs, effective management reporting and business planning.

Ms. Lens joined the Firm's forerunner in 1990 and Co-Chairs the Human Resources committee in its Philadelphia office. Previously, she spent 13 years with a national accounting firm.

Ms. Lens actively participates in business and community organizations. She is involved with various growing companies, serves on business advisory boards and heads the Firm's corporate sponsorship program for a nonprofit organization that represents women-owned businesses.

Raffa - Marcum's Nonprofit & Social Sector Group's strength and competitive edge lies in the fact that we provide expertise and superior service across a variety of essential interrelated financial, technology and consulting competencies.

President Donald Trump pledged that his tax law would kill off breaks and complex loopholes for the wealthy. Instead, the overhaul has ushered in a new generation of maneuvers that taxpayers can exploit before Dec. 31 to minimize next year's bills.

The TCJA, signed into law in December 2017, provided sweeping changes affecting almost all businesses and individual taxpayers. One such change related to limitations on businesses deducting transportation fringe benefits related to employee transportation unless the employee recognizes income related to the fringe.

Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major
business markets throughout the U.S., as well as Grand Cayman, China and Ireland.